Export your inventory data

Your data in InventoryHero is yours, and getting it out takes about ten seconds. Exports come out as CSV — a plain spreadsheet file that opens in Excel, Google Sheets, or anything else that reads tables.

Run a basic export

1. Go to Items.
2. Click Export and choose CSV.
3. The file downloads with one row per item: name, SKU, barcode, location, quantity on hand, and minimum quantity.

That’s the whole procedure. Everything else on this page is about exporting smarter.

Filter before you export

The export respects whatever filters are active on the items list, so shape the list first and you won’t have to clean the spreadsheet after:

• By location — filter to one location to get a count sheet or stock list for just that room, van, or site.
• By low stock — open the Low stock view and export from there to get a ready-made reorder list.
• By search — search for a supplier’s product line or a keyword, then export only the matches.

The column layout is the same either way; filtering just controls which rows you get.

Using exports for orders

The low-stock export is the fast path to a purchase order:

1. Export from the Low stock view.
2. In your spreadsheet, add a column for the quantity you want to order (current quantity and minimum are right there to guide it).
3. Send it to your supplier, or paste the lines into their order form.

Using exports for accounting

For a stock valuation or period-end snapshot, export the full items list on the date you need it. Your bookkeeper can multiply quantities by unit cost in the spreadsheet. Date the file when you save it — “inventory-2026-09-30.csv” beats “export (4).csv” at year end.

Exports are also the honest way to answer “what did we have last quarter?” — InventoryHero shows you now, so a dated export is your snapshot. A monthly export into a shared folder takes a minute and quietly becomes your inventory history.

Round-tripping data

An export makes a good starting template for a bulk update: export, edit quantities or minimums in the spreadsheet, and re-import the file. Keep the column headers unchanged so the import maps cleanly.

Tip: exports are also your backup. There’s no wrong time to keep a copy of your own data.

Still stuck? Create a ticket and we’ll help you get the file you need.